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Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

Ride-Hailing & Shared Mobility

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	CFM Coronation Fund Managers Cape Town, South Africa	$126M	-$31M	2	3.5%	Reduced
252	Swiss Life Asset Management Zurich,	$125M	+$35.5M	3	1.5%	Increased
253	Public Employees Retirement Association of Colorado Denver, Colorado	$125M	-$3.14M	5	0.58%	Reduced
254	Zurich Insurance Group Zurich, Switzerland	$125M	-$35.3M	1	1.27%	Reduced
255	Epoch Investment Partners New York	$124M	+$37.7M	2	0.57%	Increased
256	Hotchkis & Wiley Capital Management Los Angeles, California	$123M	+$25.6M	1	0.44%	Increased
257	SG Americas Securities New York	$123M	+$50.9M	12	1.14%	Increased
258	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$121M	+$6.12M	2	2.93%	Increased
259	Glenview Capital Management New York	$121M	-$89M	1	2.59%	Reduced
260	CAPTRUST Financial Advisors Raleigh, North Carolina	$120M	+$8.65M	10	0.41%	Increased
261	Mutual of America Capital Management New York	$116M	+$11M	4	1.34%	Increased
262	Degroof Petercam Asset Management Brussels, Belgium	$115M	+$110M	3	1.51%	New
263	Yousif Capital Management Bloomfield Hills, Michigan	$115M	+$12.1M	4	1.35%	Increased
264	SCM Steadfast Capital Management New York	$114M	-$78.6M	1	2.82%	Reduced
265	State of Alaska Department of Revenue Juneau, Alaska	$113M	+$3.86M	3	1.35%	Increased
266	PineBridge Investments New York	$112M	-$9.91M	3	1.03%	Reduced
267	Cresset Asset Management Chicago, Illinois	$111M	+$166K	10	0.67%	Increased
268	M&T Bank Buffalo, New York	$109M	+$3.43M	5	0.4%	Increased
269	Mackenzie Financial Toronto Ontario, Ontario, Canada	$109M	+$13M	6	0.16%	Increased
270	Granahan Investment Management Waltham, Massachusetts	$107M	+$33.4M	1	3.53%	Increased
271	Nissay Asset Management Tokyo, Japan	$107M	+$7.89M	4	0.86%	Increased
272	Commerce Bank Kansas City, Missouri	$106M	+$3.05M	4	0.75%	Increased
273	Employees Retirement System of Texas Austin, Texas	$105M	+$134K	2	1.24%	Increased
274	Dragoneer Investment Group San Francisco, California	$105M	$0	1	2.28%	Maintained
275	Prudential plc London, England, United Kingdom	$104M	+$2.3M	6	1.06%	Increased